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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1976
Sterneck Capital Management
Missouri
$378K – – –
FDS
1977
Freedom Day Solutions
Texas
$377K -$62.5K -869 -14%
CBA
1978
Coastal Bridge Advisors
Connecticut
$376K -$273K -3,794 -42%
PPC
1979
Park Place Capital
Alabama
$375K +$375K +5,210 New
WCM
1980
Washington Capital Management
Washington
$374K – – –
EF
1981
Exeter Financial
Arizona
$374K – – –
BCA
1982
Bray Capital Advisors
Florida
$373K +$2.16K +30 +0.6%
IVP
1983
Intrinsic Value Partners
Arizona
$373K -$160K -2,230 -30%
RWPA
1984
Richard W. Paul & Associates
Michigan
$373K +$373K +5,184 New
SFS
1985
Stiles Financial Services
Minnesota
$373K +$1.58K +22 +0.4%
CWM
1986
Cahaba Wealth Management
Georgia
$373K +$288 +4 +0.1%
PWM
1987
Prentice Wealth Management
New York
$373K +$20.4K +283 +6%
IAM
1988
Innovis Asset Management
Illinois
$372K +$372K +5,173 New
CA
1989
Carson Advisory
Georgia
$370K +$36K +500 +11%
RCWM
1990
Royal Capital Wealth Management
Indiana
$369K +$216 +3 +0.1%
BWA
1991
Burt Wealth Advisors
Maryland
$368K +$14.9K +207 +4%
FCIM
1992
Fairview Capital Investment Management
California
$366K -$7.2K -100 -2%
MA
1993
MONECO Advisors
Connecticut
$366K +$432 +6 +0.1%
FBB
1994
Fulton Breakefield Broenniman
Maryland
$365K +$21.6K +300 +6%
NJBEST
1995
New Jersey Better Educational Savings Trust
New Jersey
$365K – – –
LAI
1996
Legal Advantage Investments
California
$364K – – –
MFFIA
1997
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$363K +$363K +5,051 New
EA
1998
Eudaimonia Advisors
Tennessee
$363K -$6.26K -87 -2%
SCM
1999
Stonehearth Capital Management
Massachusetts
$363K +$157K +2,176 +76%
CC
2000
Commons Capital
Massachusetts
$362K +$1.58K +22 +0.4%
78 79
80
81 82